New Client Form - Brown Macaulay & Warren

07 5482 1266 enquiries@bmwca.com.au

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Individual / Sole Trader

Title *

Please specify

Name: *

First

Middle

Last

ABN (if applicable)

The Australian Business Number (ABN) is a unique 11 digit identifier issued to all entities registered in the Australian Business Register (ABR).

Occupation: *

Date of Birth *

Place of Birth *

Phone *

Email *

Address *

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Relationship Status *

Never Married
Married
De-facto
Widowed
Divorced
Other

Do you have any dependents?

Please specify:

Spouse's name *

Spouse's Date of Birth *

Proof of Identity *

An original or certified copy of a primary photographic identification document - eg Driver licence
An original or certified copy of a primary non-photographic identification document eg. birth certificate And an original or certified copy of a secondary identification document eg. Medicare card

As an indivdual you are required to provide the above ID Documents to support your Identity verification in person or via a secure link. Please select what you will be providing. To see a full list of acceptable documents and requirements can be found TPB(PN) 5/2022 Proof of identity requirements for client verification.

How did you hear about us? (Please select one)

Google/Search Engine
Social Media (Facebook, Instagram, LinkedIn, etc.)
Word of Mouth/Referral
From a Friend/Family Member
Other

If other, please specify:

Name of referral

of about Date

Former Accountant Details (if applicable)

Name & Loaction of Firm

Previous year Tax Return

Click or drag a file to this area to upload.

Declaration

I appoint Brown Macaulay & Warren as my Tax Agent who will provide me with authority to prepare and lodge Australian Taxation documents and forms on my behalf, where appropriate, and at my discretion. The documents and forms may relate to Tax Agent Administration, Income Tax, Goods and Services Tax (GST), Pay As You Go (PAYG) and Activity Statement matters.
I confirm that I am the Executor or administrator of the estate with grant of probate or letters of administration

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Email *

Our Location & Postal Address

9/84 Monkland Street
GYMPIE QLD 4570

PO Box 376
GYMPIE QLD 4570

Phone 07-5482 1266

Brown Macaulay & Warren